Evelyn Partners’s SPDR Gold Trust GLD Stock Holding History

Evelyn Partners’s Portfolio GLD Stock Details GLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$54.9M	Sell	144,252 -108	-0.1%	-$42.2K	0.88%	25
2026 Q2	$53.2M	Buy	+144,360	New	+$59.8M	0.11%	23

Other funds holding GLD

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Harvard Management Company Boston, Massachusetts $3.95B AUM 1.53% 1-Year Est. Return

Evelyn Partners's GLD Position: Q3 2026 in Review

Evelyn Partners reduced its SPDR Gold Trust (GLD) stake by 0.07% in Q3 2026, selling an estimated $42.2K and leaving 144,252 shares worth $54.9M. The position accounts for 0.88% of the portfolio, ranked #25.

Evelyn Partners first reported a position in GLD in Q2 2026 and has held it in 2 quarters since. 2,741 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

Evelyn Partners held 144,252 shares of SPDR Gold Trust worth $54.9M as of Q3 2026.
Evelyn Partners sold 108 SPDR Gold Trust shares in Q3 2026, an estimated $42.2K.
SPDR Gold Trust made up 0.88% of Evelyn Partners's portfolio in Q3 2026, its #25 holding.
Evelyn Partners first reported a position in SPDR Gold Trust in Q2 2026 and has held it in 2 quarters since.
2,741 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Evelyn Partners's 13F filing for Q3 2026, filed 10 Nov 2026.